AGRIS Customer Documentation
Standard Advanced Report - Open Prepayments by product category (bar chart): Various improvements to quickly understand prepays by Product Category (AGS-3096)
The AGRIS 17.4.0 release has added:
AGS-3096: Reports - Standard Advanced Report - Open Prepayments by product category (bar chart): Various improvements to quickly understand prepays by Product Category
Do you need to quickly understand prepays by Product Category? Want to quickly provide a recap to a customer of their open prepayments?
Here are the enhancements to the Open Prepayment by product category bar chart:
- The chart now includes prepayments by Product Category AND by Item Number.
- The chart now shows the $ amounts in thousands, with the dollar sign removed.
- The product category code is shown under each bar instead of showing overlapping descriptions.
- The product category must have at least $1,000 of open prepaid and be more than 0.1% of the total to show as a bar in the chart.
- The chart now rolls small categories into "Other" where the total is <$1,000 or the percent of the total is less than 0.10%.
- The recap at the bottom now shows the category code AND the description.
- The recap at the bottom now prints in two columns (instead of one) to get the whole report on one sheet of paper.
- The page number in the heading was removed (expecting it to be just one page).
- There is now a total recap at the very bottom to summarize the prepaid dollars that are NOT included in the chart (prepay by item description, by sales order, by invoice type, generic).
- The Product Category filtering was removed (no need to print a chart with just one category in it).
- Other miscellaneous performance tuning and visual alignment.
- The security option was changed to "A/R Payment Reports" (This report is now limited only to the users who are allowed to print payment reports).
- Grand Total line displays at the bottom.
- The product category descriptions are set to "Shrink To Fit", in case they have long category descriptions to prevent word wrapping.
- Option to include (or not include) Prepayments by Sales Order in the bar chart by product category.
- Option to include (or not include) Prepayments by Item Description in the bar chart by product category.
- A direct link to the report is available under the Payments / Prepayments menu option, as well as under the Advanced Report menu option.
Report Selection Screen:
Sample Report:
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